Master Your Financial Future With Our Portfolio Management

Your Wealth Manager

As a client of Sector Logic, you will work directly with Charles Rother, an investment professional with over 40 years of experience dedicated to helping clients reach their financial goals. Charles prioritizes risk management, recognizing the importance of safeguarding the wealth you've worked hard to build. He also believes that expertise and diligence are essential in uncovering exceptional investment opportunities.

Charles serves as the Chief Investment Strategist for Sector Logic and will personally guide your wealth management. He also leads American Strategic Capital, Inc., a registered investment advisor providing research and tools to other advisory firms.

Throughout his career, Charles has created, tested, and applied thousands of econometric and quantitative financial models. His expertise covers asset allocation, country and economic sector selection, industry and sub-industry analysis, and individual security evaluation. Prior to founding American Strategic Capital, Charles held positions as a portfolio manager, stockbroker, and securities analyst with several leading investment firms.

Charles is a Chartered Financial Analyst (CFA) and holds a Bachelor of Arts in Business Administration from California State University, Fullerton. In 2023, he was awarded the CFA Institute’s 35-Year Certificate of Achievement, recognizing his commitment to professional excellence through continuous learning for 35 consecutive years.

Charles’s expert insights have been featured in numerous publications, including Barron’s, USA Today, Dallas Morning News, Los Angeles Times, and the Orange County Register.